The ‘Bubble Dream’
What’s not to like? If you’re well-off, reside in an advanced economy and aren’t bothered
Search Results for: michael hartnett
Lonesome Doves
The only thing I know about the future is that the deterioration in my social
‘Nervous Bulls’ Almost Certain Of Soft Landing
Cash levels ticked down and growth expectations rebounded tentatively from an eight-month low, helping to
Demographics Matter
Demographics matter. A lot. And in everything. Elections are no exception. In fact, elections are
Belle Époque
One’s a recovering alcoholic who still drinks wine “responsibly” and dreams of starting her own
Buy The Dip? No. Sell The Cut.
The Fed’s likely to cut “aggressively” and when it comes to risk assets, it’s best
What If Generative AI Isn’t The Revolution Nvidia Says It Is?
Jensen Huang lost $9.8 billion on paper in six hours this week. Don’t worry: He
A Long Bond Overshoot And ‘Extreme Fed Front-Running’
Bonds are — self-evidently — among the best hedges for an economic hard landing, but
‘Government And Friends’
One bank sees recession canaries in the US jobs data. And I don’t mean the
Rate Cut Parties, CRE Slow-Burns And Recession Canaries
The Fed’s “loath to impose” reality on liquidity takers. So said BofA’s Jared Woodard, channeling
What Usually Happens When Fund Managers Are This Worried About Fed Policy
Pros are more convinced than ever that monetary policy’s too restrictive. That was one of
What Panic? Global Equities Run Inflow Streak To 17 Weeks
Historically, August is a challenging month for equity flows. But here we are two weeks
Why ‘Many Fed Cuts Are A-Comin” Recession Or Not
“Green shoots!” BofA’s Michael Hartnett sees them. Exclamation point and all. In the latest installment
Investors Implore Powell’s Fed: Go Big Or Else
Did they cancel the recession again? Or are market participants just confident in the Fed’s
Soft Landing Buy-In Soars To Record Among Pros Despite Recession Panic
Professional investor sentiment took a hit from recent market disarray, but faith in a soft
Wall Street ‘Bossing’ Powell Into Big Cuts With Prime Rate At Nosebleed Levels
Long and variable lags. Monetary policy works on long and variable lags. Impolitely: You hike
Market Shock Fails To Trigger Stock Outflows. History Says They’re Coming
If you were wondering whether recent fireworks across markets triggered outflows from equities, the answer’s
Buy The Dip Or Sell The Cut?
Did you buy the dip? US equities will head into a very challenging seasonal down
What Not To Expect From The July FOMC Meeting
With apologies to Bill Dudley, the Fed isn’t going to cut rates this week. Dudley
Who’s Afraid Of The Big, Bad Tech Mini-Correction?
It says a lot about market psychology, and maybe even more about the generational composition
As Obama Endorses Harris, Trump Struggles For New Attack Strategy
It took a while, but the Obamas got around to endorsing Kamala Harris. The five-day
Revenge Of The Little Guy
If you were wondering whether the historic rotation to small-caps that dominated market headlines earlier
US Stocks Just Saw Their Fourth-Largest Inflow Ever
If you’re keeping track at home — and who isn’t, right? — US equities just
‘Geopolitical Conflict’ Is Top Worry For Fund Managers
For the first time in six months, higher inflation and the monetary policy implications of
Is It Time For The Long Bond?
The stars may be aligning for the unloved long-end. That’s according to BofA’s Michael Hartnett
Requiem For Rate Hikes
Last month was pivotal. Maybe “pivotal” isn’t the right word. Let’s call it “remarkable” instead.
What If Tariffs Are Deflationary This Time?
Here’s an idea: What if new tariffs are deflationary? If you’re inclined to dismiss that
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